Financial Innovations LLC

Financial Innovations LLC (CRD# 132567) is a financial advisory firm headquartered in Dallas, TX. They manage $88,713,256 in 462 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $192,020
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Financial Innovations LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Davidson
CRD#: 4547024
15660 Dallas Parkway, Suite 110, Dallas, TX 75248
93
Wealthminder
score

Michael Davidson (CRD# 4547024) is an Investment Advisor Representative working at Financial Innovations LLC in Dallas, TX and has over 14 years of experience in the finance industry.

2
Kirk J. Bargenquest
CRD#: 5964161
15660 Dallas Parkway, Suite 110, Dallas, TX 75248
90
Wealthminder
score

Kirk Bargenquest (CRD# 5964161) is an Investment Advisor Representative working at Financial Innovations LLC in Dallas, TX and has over 5 years of experience in the finance industry.

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